Remote Retirement Plan Operations Specialist

Remote Jobs; Bellevue (NE); Remote; USD 28,000 - 37,000; Full time

Benefits offered by this job

Ownership Matters ESOP orientation

Health coverage

401k match

Paid Time Off + Holidays

Remote work from home

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer and test 401(k) plans, review client documents, and assist with year-end filings such as the 5500. Expect accelerated learning and practical experience.

You will reconcilie plans, communicate with clients, and progressively handle more complex tasks while contributing to a strong ESOP-oriented culture and growth trajectory.

Qualifications

• Experience with document review and transaction processing in back-office roles.
• Proficiency with Excel, Word, and Outlook for daily tasks.
• Preferred retirement-plan operations experience (401(k) or IRA).

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Run 401(k) testing and prepare annual filings including Form 5500.
• Educate clients on retirement-plan administration and documents.
• Provide timely updates and support throughout the plan year.

Skills

Document review

Transaction processing

Reconciliation

Communication via email/phone

Attention to detail

Education

Associate's or Bachelor's degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer and test 401(k) plans, review client documents, and assist with year-end filings such as the 5500. Expect accelerated learning and practical experience.

You will reconcilie plans, communicate with clients, and progressively handle more complex tasks while contributing to a strong ESOP-oriented culture and growth trajectory.